Welcome to our dedicated page for Welltower SEC filings (Ticker: WELL), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The Welltower Inc. (NYSE: WELL) SEC filings page on Stock Titan provides access to the company’s regulatory disclosures as filed with the U.S. Securities and Exchange Commission. As a publicly traded S&P 500 real estate company focused on residential wellness and healthcare infrastructure, Welltower uses its filings to report on capital markets activity, portfolio transactions, governance decisions, and financial performance.
Welltower’s Form 8-K filings frequently describe material events such as at-the-market equity distribution agreements, registration of common shares issued as consideration in property acquisitions, and prospectus supplements related to shares that may be issued upon redemption of units in its operating partnership, Welltower OP LLC. These filings also cover announcements of quarterly earnings releases and supplemental information packages, which include details on net income, funds from operations (FFO), normalized FFO, net operating income (NOI), and same store NOI (SSNOI).
Other SEC documents, including automatic shelf registration statements on Form S-3 and related prospectus supplements, outline how Welltower may issue equity and debt securities, including common stock, guarantees of notes, and other instruments. Filings also describe long-term executive compensation and alignment programs, such as the Ten Year Executive Continuity and Alignment Program, which is structured around performance-based units in the operating partnership and long-term total shareholder return and market capitalization goals.
On Stock Titan, users can review these SEC filings alongside AI-powered summaries that explain key terms and implications. Real-time updates from EDGAR ensure that new 8-Ks, registration statements, and other reports are available as they are filed. Investors can also focus on disclosures related to capital structure, note guarantees, equity issuance programs, and governance arrangements that shape Welltower’s long-term strategy in seniors and wellness housing.
Welltower Inc. executive Timothy McHugh, Co-President and CFO, reported the vesting and conversion of equity awards tied to the company’s operating partnership. On February 13, 2026, 75,264 LTIP Units and 131,332 LTIP Units vested and were automatically converted into the same numbers of OP Units, with no cash paid. These LTIP Units were originally granted without cash consideration in 2022 and 2023. McHugh also received 206,596 Other Stock Units under the 2022 Long-Term Incentive Plan to reserve common shares for any future exchange of OP Units; they can only result in common shares through such exchanges, and any remaining Other Stock Units after all OP Units are exchanged will be canceled for no consideration.
Welltower Inc. Co-President and CIO Nikhil Chaudhri reported equity award vestings and related unit activity. On February 13, 2026, he acquired 21,508, 65,666, and 20,614 LTIP Units through vesting, each block automatically converting into an equal number of OP Units with no cash paid.
He also acquired 107,788 Other Stock Units, which are tied to exchanges of OP Units for common shares under Welltower’s 2022 Long-Term Incentive Plan. Any Other Stock Units remaining after all OP Units are exchanged will be canceled for no consideration.
Welltower Inc. reported equity award activity for Vice Chairman and COO John F. Burkart involving LTIP Units and related stock units. On February 13, 2026, 64,514 LTIP Units and 131,332 LTIP Units vested and were automatically converted into the same number of OP Units in Welltower OP LLC, with no cash paid for the vesting or conversion.
In connection with these LTIP Units, Burkart also received 195,846 Other Stock Units under the 2022 Long-Term Incentive Plan, which were deemed vested upon the LTIP vesting. These Other Stock Units serve only to allow acquisition of common shares through future exchanges of OP Units, and any remaining Other Stock Units after all OP Units are exchanged will be canceled for no consideration.
Welltower Inc.'s Chief Legal Officer Matthew Grant McQueen reported equity awards tied to operating partnership units and a small stock gift. On February 13, 2026, 36,556 and 37,523 LTIP Units in Welltower OP LLC vested and were automatically converted into the same number of OP Units, with no cash paid. He also received 74,079 Other Stock Units under the 2022 Long-Term Incentive Plan, deemed vested solely to reserve common shares that may be issued if OP Units are later exchanged. Separately, he made a bona fide gift of 541 shares of common stock, leaving 26,881 common shares held directly.
Welltower Inc. SVP and Chief Accounting Officer Joshua Fieweger reported equity awards and vesting activity in operating partnership and stock units. On February 13, 2026, he acquired 8,605, 9,381, and 1,942 LTIP Units that vested and were automatically converted into the same number of OP Units of Welltower OP LLC without any cash payment. He also received 19,928 Other Stock Units under Welltower Inc.’s 2022 Long-Term Incentive Plan, which can be used only to acquire common shares through exchanges of OP Units. No sales occurred and no amount was payable in connection with these vestings, conversions, or awards.
Cohen & Steers and its affiliates report a passive ownership stake in Welltower, Inc. common stock. As of December 31, 2025, they beneficially owned 33,804,723 shares, representing 4.93% of the outstanding common stock.
Cohen & Steers reports sole voting power over 27,430,007 shares and sole dispositive power over 33,804,723 shares, with no shared voting or dispositive power. The shares are held by several advisory subsidiaries for the benefit of underlying account holders, who are entitled to dividends and sale proceeds. The filing certifies the position was acquired and is held in the ordinary course of business, and not for the purpose or effect of changing or influencing control of Welltower.
Welltower Inc. filed its 2025 annual report, outlining its business as a large healthcare REIT focused on senior and wellness housing across the U.S., U.K. and Canada. The company controls an UPREIT structure through Welltower OP LLC and aims for long-term per-share growth via data-driven capital allocation.
The portfolio exceeds 2,500 communities and is managed through three segments: Seniors Housing Operating (78% of 2025 revenue), Triple-net (11%) and Outpatient Medical (7%). As of December 31, 2025, Welltower held $2.08 billion of loans at an 8.9% yield, $1.81 billion in unconsolidated investments and $897.7 million of in substance real estate loans.
The report emphasizes use of data science and AI to underwrite deals and support operations, extensive sustainability and human capital programs, and detailed exposure to complex U.S., U.K. and Canadian healthcare and privacy regulations. Welltower intends to maintain REIT status, describing the income, asset and distribution tests and potential taxes if requirements are not met.
Welltower Inc. reported strong fourth quarter and full-year 2025 results, highlighting rapid growth in seniors housing and an active capital recycling program. For Q4 2025, net income attributable to common stockholders was $0.14 per diluted share, while normalized FFO reached $1.45 per diluted share, up 28.3% year over year. Same store NOI grew 15.0%, led by 20.4% growth in the Seniors Housing Operating portfolio, supported by 9.6% organic same store revenue growth and higher occupancy and pricing.
For 2025, net income attributable to common stockholders was $1.39 per diluted share and normalized FFO was $5.29 per diluted share, an increase of 22.5% over 2024. The company completed $11 billion of pro rata net investments, focused on seniors housing in the U.S. and U.K., and executed $8.2 billion of dispositions, including a large outpatient medical portfolio. Net debt to Adjusted EBITDA was 3.03x as of December 31, 2025, with approximately $10.2 billion of liquidity.
The Board approved a 10.4% increase in the quarterly dividend to $0.74 per share. For 2026, Welltower expects net income attributable to common stockholders of $3.11 to $3.27 per diluted share and normalized FFO of $6.09 to $6.25, based on blended same store NOI growth of 11.25% to 15.75% and continued portfolio optimization.
Welltower Inc. insider filing: Senior Vice President and Chief Accounting Officer Joshua Fieweger reported a routine share withholding related to equity compensation. On 01/15/2026, 124 shares of Welltower common stock were withheld at a price of $188.18 per share. These shares were withheld upon vesting of restricted stock units to satisfy tax withholding obligations, rather than being sold in the open market. After this transaction, Fieweger beneficially owned 21,269 shares of Welltower common stock in direct form.
Cohen & Steers, Inc., together with its investment adviser subsidiaries, reports beneficial ownership of 33,804,723 shares of Welltower, Inc. common stock, representing 4.93% of the class. Cohen & Steers, Inc. has sole voting power over 27,430,007 of these shares and sole dispositive power over all 33,804,723 shares, with no shared voting or dispositive power.
The shares are held by Cohen & Steers Capital Management, Inc., Cohen & Steers UK Limited, Cohen & Steers Asia Limited, and Cohen & Steers Ireland Limited for the benefit of their respective account holders, who are entitled to dividends and sale proceeds. The group certifies that the securities are held in the ordinary course of business and not for the purpose of changing or influencing control of Welltower.